Complii Client Portfolio Portal allows your client to log on securely to view their portfolio, ledgers, account balance, manage assets, update their client profile online, print end of financial year statements and contract notes, add stocks to watch lists and much more. The system has a secure messaging system which allows communication with your advisor - This alleviates risk of email fraud.
In enhancement to the Client Portfolio Portal we build Proposed Portfolio, which is a wealth management tool designed to make it easier for Advisers to adjust and create new portfolios for clients. The system is designed to integrate with our Client Portfolio and Complii products so that proposals can be edited directly in either product. The proposals are also available when creating new SOAs from Complii to send to clients for approval.